Saur Saarthi (SaurSaarthi) Solar EPC CRM & ERP Logo
PM Suryaghar Yojana 2.0 Ready

Saur Saarthi (SaurSaarthi)A Complete End-to-End
Solar EPC Management System

Only what’s needed, and everything that’s needed.

Saur Saarthi is India’s premier rooftop solar operating software. From capturing leads and geo-tagged mobile terrace surveys to dynamic BOM quotations, automated PM Surya Ghar subsidy tracking, and DISCOM WCR generation — all at the industry’s lowest price.

⚡ Instant Access • Lowest Price Guarantee • No credit card required

₹

Unbeatable Value for Solar Contractors

Start Free (₹0/mo) or Get Unlimited Projects for ₹1,500/month

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Specialized Solar Field Capabilities

Built Specially for Real Solar Field Work

We built the exact tools your engineers, technicians, and accountants need every single day.

Clean, Fast UI

Zero clutter, zero complexity. Clean interface designed for rapid daily operation. Any staff member can learn and run it in 5 minutes.

Mobile APP (PWA)

Installable on Android and iOS devices. Works smoothly on customer rooftops, giving your team complete survey & lead access anywhere.

GeoTag Camera

Integrated in-app camera that automatically watermarks GPS coordinates, date, timestamp, and site address on survey and installation photos.

Panel Barcode Scanner

Scan solar panel and inverter serial numbers directly using your smartphone camera or barcode gun. Eliminates manual typing and inventory loss.

Safe Document Vault

Keep electricity bills, Aadhaar, Net Metering sanctions, tax invoices, and WCR test reports securely encrypted and accessible anytime, anywhere.

Real Software Screenshots

See the Saur Saarthi (SaurSaarthi) ERP in Action

Direct live screenshots from Saur Saarthi company portals. Designed for high-speed rooftop solar execution across India.

Step 1: Lead Capture & Follow-up Management

Centralized Leads Pipeline with Overdue Tracking

Track every solar prospect from inquiry to site survey. View active statuses (Survey Scheduled, Project, Lead), customer phone numbers, assigned sales executives, and smart Overdue alert badges to never miss a sales opportunity.

  • Scheme filters: All Schemes, PM Suryaghar, Non-PM
  • Dedicated Overdue follow-up filter with red alert badges
  • 1-Click direct WhatsApp & Call shortcuts
  • List & Kanban view toggles with instant customer search
saursaarthi.com/leads
Leads Dashboard
Saur Saarthi (SaurSaarthi) Leads Management CRM Dashboard
saursaarthi.com/quotations
Solar Quotations
Saur Saarthi (SaurSaarthi) Solar Quotations Table with Revisions and PM Surya Ghar breakdown
Step 2: Quotations & Revision History

Solar Quotations with PM Surya Ghar Breakdown & Revisions

Generate and track solar proposals with unique quote numbering (e.g. ATIS/2026-27/0085), system size in kW, and automatic financial breakdowns showing Gross Total, Government Subsidy, and Net Consumer Payable.

  • Dynamic Revision Tracking (REV: 0, 1, 2) without losing history
  • Scheme tagging: PM Suryaghar vs Non-Subsidy
  • 1-Click conversion from Accepted quotation straight to Project
  • Instant quotation PDF generation with company branding
Step 3: End-to-End Project Execution

Project Workflow — 9 Dedicated PM Surya Ghar Stages

Manage your solar installation through an exact 9-stage operational milestone stepper — from PM Surya Ghar registration and loan approval to WCR documents, DISCOM inspection, and subsidy disbursement.

  • Stage 1: PM Surya Ghar registration & application
  • Stage 2 & 3: Bank Loan Approval & Physical Installation
  • Stage 4: Automated Work Completion Report (WCR)
  • Stage 5 to 9: Inspection, Commissioning, Subsidy Redeem & DBT
  • Integrated Materials & Procurement tracking for every site
saursaarthi.com/projects/[id]
9-Stage Workflow
Saur Saarthi (SaurSaarthi) Project Workflow with 9 PM Surya Ghar Stages
Complete Feature Directory

Only What’s Needed, and Everything That’s Needed.

A comprehensive, granular breakdown of every capability built into SaurSaarthi — from your customer's first inquiry to government subsidy credit.

1. Lead Pipeline & CRM

From first contact to site survey

  • Multi-source capture (IndiaMART, Meta Ads, Website, Referrals)
  • Visual drag-and-drop Kanban board with custom stages
  • Next Follow-up Date selector with overdue warning badges
  • Dedicated Overdue Filter to recover cold or delayed leads
  • 1-Click WhatsApp direct messaging and phone dialer
  • DISCOM name, Sanctioned Load (kW), and Consumer Number storage

2. Mobile Site Survey

Terrace engineering on smartphone

  • In-app Geo-Camera with GPS Lat/Long & Address watermark
  • Usable shadow-free roof area calculator (sq. ft / sq. meters)
  • Obstacle mapping (parapet walls, water tanks, trees, shadow lines)
  • Roof structural type selection (RCC Slab, Tin Shed, Tile) & Azimuth
  • Electricity bill photo upload with OCR consumer load validation
  • Automated Feasible System Capacity (kW) recommendation

3. Quotation & Dynamic BOM

Accurate costing in 60 seconds

  • Automated Bill of Materials (BOM) generator for solar kits
  • Panel module technology picker (Mono PERC, TopCon, Bifacial, Poly)
  • Structure types: Elevated (MS/GI), Flush mounting, High-rise
  • Live profit margin controls and automatic GST (12% / 18%) calculation
  • Branded PDF proposal download with company logo and bank QR
  • Custom DOCX Template upload support for custom branding

4. Automated WCR & NP Agreements

Zero-typing DISCOM compliance

  • 1-Click Work Completion Report (WCR) with technical annexures
  • Net Metering NP Agreement auto-filled with consumer & DISCOM data
  • Automatic module & inverter serial numbers stamping
  • Test report attachments and earthing resistance certificate generation
  • 100% compliant with state DISCOM formats across India

5. Project Milestones & Vault

Commissioning to subsidy release

  • 1-Click project initialization from approved quotations
  • Multi-stage workflow: Net Metering → Material → Wiring → Inspection
  • Task deadlines and technician checklist assignments
  • Safe encrypted customer document storage (accessible anytime)
  • Direct tracking of PM Surya Ghar subsidy disbursement to bank

6. Inventory & Barcode Scanner

Zero stock leakage or confusion

  • In-app camera barcode scanning for panels and inverters
  • Serialized stock tracking with individual warranty records
  • Multi-warehouse and godown management
  • Vendor Purchase Orders (PO) & inward receipt reconciliation
  • Automatic stock deduction upon project material allocation

7. Payments & Invoicing

Milestone cashflow control

  • Customer milestone billing (Advance, Dispatch, Commissioning)
  • Instant Payment Receipts with receipt numbers and remaining dues
  • GST Tax Invoices with HSN/SAC codes (CGST, SGST, IGST)
  • Vendor payment schedules and purchase ledger management

8. After-Sales & O&M

Warranty, AMC & customer tickets

  • Annual Maintenance Contracts (AMC & CMC) management
  • Service ticketing system with technician assignment
  • Customer digital signature capture on field service reports
  • Warranty lookup by panel or inverter serial number

9. Roles & Data Security

Strict privacy & permissions

  • 5 Pre-configured roles: Admin, Sales, Surveyor, PM, Accountant
  • Granular permissions (e.g. Sales cannot see company margins)
  • Multi-tenant Row Level Security (RLS) database isolation
  • Instant team invitations via secure email links
Industry's Lowest Price

Enterprise Power at Freelance Pricing

Start free. Upgrade as you scale. 7-day free trial on all plans with zero credit card required.

Starter Tier

Free Plan

Pay only per project. Ideal for budding solar installers and freelancers.

₹0/month

₹3,000 setup fee (includes 15 projects)

Up to 3 team members
₹200 / project after 15 projects
Mobile survey & quotation generator
Start Free Plan
High Flexibility

Monthly Pro

For growing solar EPC teams executing up to 30 projects a month.

₹1,500/month

₹0 Setup fee (Saved ₹3,000)

Up to 30 projects per month
Up to 10 team member seats
Full WCR & NP agreement generator
Start 7-Day Free Trial
⭐ Best Value (50% OFF)
Unlimited Scale

Unlimited Pro

Zero limits on projects, leads, or quotations. Built for high-growth solar EPCs.

₹36,00050% OFF
₹18,000/year

₹1,500/mo effective billing

Unlimited projects & leads
Unlimited team accounts
Custom quotation DOCX templates
Priority WhatsApp & phone support
Claim 50% Off Offer
Large Enterprises

Enterprise

Custom workflows, ERP integrations, and dedicated account manager.

Custom

Billed annually for 500+ projects

Multi-branch management
Custom state DISCOM formats
Dedicated SLA & developer support
India's Solar Tech Partner

About Saur Saarthi (सौर सारथी)

The purpose-built Operating System and ERP CRM engineered exclusively for Indian Rooftop Solar EPC Contractors, System Integrators, and Channel Partners.

What is Saur Saarthi? The name is derived from Sanskrit & Hindi — “Saur” (सौर) meaning Solar Power, and “Saarthi” (सारथी) meaning the trusted guide and charioteer. True to our name, Saur Saarthi stands as the ultimate technological companion for rooftop solar companies across India.

Under the ambitious PM Surya Ghar: Muft Bijli Yojana, solar installers face immense operational pressure: messy WhatsApp inquiries, unorganized terrace survey photos, lost customer Aadhaar cards, manual DISCOM Work Completion Report (WCR) typing, and endless delays in subsidy disbursement.

Saur Saarthi (SaurSaarthi) completely eliminates this chaos by bringing your entire business into one high-speed workspace: from mobile GPS-watermarked surveys and dynamic BOM quotation generation to automated state DISCOM Net Metering NP agreements and live 9-stage PM Surya Ghar milestone tracking.

500+

Solar Installers

100%

DISCOM Compliant

9 Stages

PM Surya Ghar Stepper

Official Platform

Why Choose Saur Saarthi?

  • Zero Paperwork WCR: Auto-generate DISCOM Work Completion Reports and Net Metering NP agreements in seconds.
  • In-App GeoTag Camera: Timestamped & GPS-stamped terrace survey photos directly from customer rooftops.
  • Barcode Serial Tracking: Mobile scanner for solar panels & inverters to prevent warranty fraud & stock mix-ups.
  • Lowest Price Guarantee: Free forever starter tier with full features, or unlimited scale for just ₹1,500/mo.
Official Website: saursaarthi.techStart Free
Frequently Asked Questions

Everything You Need to Know

Got questions about PM Surya Ghar compliance, DISCOM documents, or ERP implementation? Find answers below.

Saur Saarthi (also referred to as SaurSaarthi or सौर सारथी) is India’s dedicated all-in-one Operating System and ERP CRM built exclusively for Rooftop Solar EPC Contractors, System Integrators, and Channel Partners. It consolidates lead management, mobile terrace site surveys, dynamic BOM quotations, PM Surya Ghar subsidy tracking, and DISCOM Net Metering documents into a single fast, unified platform.

Still have questions?

Talk directly with our solar software experts. Available Mon – Sat: 9 AM – 7 PM IST.

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